David is a Wealth Advisor and is based in the Central New York market. He has 25 plus years of experience in banking. He currently develops relationships with new and existing clients, and helps to create a more secure and confident financial plan that allows for a financially strong retirement.
David resides in Syracuse, New York with his wife Susan and five adult sons.
EDUCATION & CERTIFICATIONS
BS in Marketing from Elmira College
|The Retirement Optimization Group/Cadaret Grantzs